Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Envestnet Portfolio Solutions’s Portfolio SMAY Stock Details SMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,790
Closed -$253K – 1632
2025
Q1 		$253K Sell
10,790
-13,337
-55% -$328K ﹤0.01% 1375
2024
Q4 		$598K Buy
24,127
+1,372
+6% +$34.3K ﹤0.01% 1146
2024
Q3 		$559K Buy
+22,755
New +$546K ﹤0.01% 1140

Other funds holding SMAY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Envestnet Portfolio Solutions's SMAY Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of FT Vest US Small Cap Moderate Buffer ETF May (SMAY) in Q2 2025, closing a stake of 10,790 shares — an estimated $253K sold.

Envestnet Portfolio Solutions first reported a position in SMAY in Q3 2024 and held it in 3 quarters. The position peaked at $598K in Q4 2024. 58 funds tracked by Wall St. Rank hold SMAY as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining FT Vest US Small Cap Moderate Buffer ETF May position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,790 FT Vest US Small Cap Moderate Buffer ETF May shares in Q2 2025, an estimated $253K.
  • Envestnet Portfolio Solutions first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q3 2024 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $598K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.